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2,063 hedge funds and large institutions have $148B invested in Intuit in 2024 Q4 according to their latest regulatory filings, with 263 funds opening new positions, 803 increasing their positions, 719 reducing their positions, and 127 closing their positions.

New
Increased
Maintained
Reduced
Closed

107% more first-time investments, than exits

New positions opened: 263 | Existing positions closed: 127

12% more repeat investments, than reductions

Existing positions increased: 803 | Existing positions reduced: 719

5% more funds holding in top 10

Funds holding in top 10: 5659 (+3)

5% more funds holding

Funds holding: 1,9642,063 (+99)

3% more capital invested

Capital invested by funds: $144B → $148B (+$3.97B)

0.81% more ownership

Funds ownership: 82.98%83.79% (+0.81%)

19% less call options, than puts

Call options by funds: $1.62B | Put options by funds: $2.01B

Holders
2,063
Holders Change
+99
Holders Change %
+5.04%
% of All Funds
27.17%
Holding in Top 10
59
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+5.36%
% of All Funds
0.78%
New
263
Increased
803
Reduced
719
Closed
127
Calls
$1.62B
Puts
$2.01B
Net Calls
-$383M
Net Calls Change
+$32.3M
Name Holding Trade Value Shares
Change
Change in
Stake
4A
1526
4Wealth Advisors
Illinois
$361K +$367K +574 New
VWM
1527
Vigilare Wealth Management
Arizona
$360K
CS
1528
Crescent Sterling
Louisiana
$360K +$40.9K +64 +13%
LP
1529
LGL Partners
Pennsylvania
$360K -$1.28K -2 -0.3%
CFO
1530
CVA Family Office
Colorado
$360K +$26.2K +41 +8%
BAM
1531
Belpointe Asset Management
Nevada
$359K -$11.5K -18 -3%
PG
1532
Proffitt & Goodson
Tennessee
$359K +$2.56K +4 +0.7%
SPWM
1533
Spartan Planning & Wealth Management
North Carolina
$358K +$364K +569 New
SW
1534
Simplicity Wealth
New Jersey
$357K -$12.1K -19 -3%
WMA
1535
Wealth Management Associates
New Jersey
$356K
HFA
1536
High Falls Advisors
New York
$356K -$1.92K -3 -0.5%
BLAM
1537
Bourne Lent Asset Management
New York
$356K -$153K -239 -30%
FA
1538
Fermata Advisors
California
$355K -$21.1K -33 -6%
WMP
1539
Wealth Management Partners
Arizona
$355K -$46.6K -73 -11%
AWM
1540
Avior Wealth Management
Nebraska
$355K +$250K +392 +228%
LAMNM
1541
Longview Asset Management (New Mexico)
New Mexico
$354K +$360K +563 New
AWM
1542
Atticus Wealth Management
Florida
$353K +$24.9K +39 +7%
ACM
1543
Andina Capital Management
Utah
$351K +$9.59K +15 +3%
WP
1544
WMS Partners
Maryland
$350K +$115K +180 +48%
BB
1545
Busey Bank
Illinois
$349K +$7.03K +11 +2%
SIM
1546
Studio Investment Management
Illinois
$348K -$4.47K -7 -1%
VAM
1547
Verity Asset Management
North Carolina
$347K
LWM
1548
Lionshead Wealth Management
New York
$347K +$353K +552 New
PCMH
1549
Polymer Capital Management (HK)
Hong Kong
$346K +$31.9K +50 +10%
KCIC
1550
Kuhn & Co Investment Counsel
Illinois
$344K +$639 +1 +0.2%

INTU Hedge Fund Activity: Q4 2024 in Review

2,063 of the 7,593 institutional investors tracked by Wall St. Rank reported a position in Intuit (INTU) for Q4 2024, worth a combined $148B — up 2.8% from $144B a quarter earlier.

Buyers outnumbered sellers: 263 funds opened new INTU positions and 127 closed out — a net gain of 136 holders — while 803 added to existing stakes and 719 trimmed.

The largest buyer was Viking Global Investors, adding an estimated $913M. The largest seller was JP Morgan Chase, cutting an estimated $1.53B.

  • 2,063 institutional investors held Intuit (INTU) as of Q4 2024, up from 1,964 in Q3 2024.
  • Funds reported $148B of Intuit stock for Q4 2024, up 2.8% quarter-over-quarter.
  • 263 funds opened new Intuit positions in Q4 2024 and 127 closed out, a net change of +136 holders.
  • The largest Intuit buyer in Q4 2024 was Viking Global Investors, an estimated $913M added.
  • The largest Intuit seller in Q4 2024 was JP Morgan Chase, an estimated $1.53B sold.

Based on aggregated 13F filings for Q4 2024.